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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,244 | $101,798+18.1% | $165,071-27.2% | $80,935+48.6% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.7%-3.4pp |
| Annual return | 13.65% | 16.73%-3.1pp | 70.17%-56.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,586 | $2,954-46.3% | $4,347-63.5% | $2,757-42.5% |
| Participant deferral / active EE | $3,064 | $4,476-31.6% | $6,035-49.2% | $4,299-28.7% |
| Admin fee / account holder | $1,507 | $8,221-81.7% | $12,695-88.1% | $6,924-78.2% |